Menu

Knowledge Base

Search for "microsoft office add-in" yielded 634 results

  • Teamwork.com Chrome Extension
    Who Site admins , standard users , client users , and collaborators. 🔑 The options available in the Chrome extension depend on your Teamwork.com profile and project permissions .
  • Adding a Site Logo
    Within Teamwork.com, you can add a custom logo to your site to be used in email notifications and your Teamwork.com login screen.
  • Tasks Board View (New)
    Identify bottlenecks and delays in your workflow quickly. Tailor each project's Board view with detailed and flexible processes to suit each individual project's needs.
  • Requesting a Project Update
    ✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can request a project update from the owner of the project.
  • Enabling Teamwork Chat for Your Site
    Select your profile icon in the bottom left of your site and select Apps and Integrations from the menu. Note: Only owner company site administrators can access the site settings.
  • Adding or Updating a User's Company
    Select the More option in the main navigation menu on the left of your site and choose People from the pop-out menu.
  • Using Project Budget Panels
    ✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions Within Teamwork.com, you can add a project budget panel to your custom dashboards based on the existing budgets on your projects
  • Creating a Notebook via Email
    Note: Any project members with the project permission to Add Notebooks can use the post via email feature.
  • Unavailable Time
    Unavailable time Add unavailable time for items such as meetings, time off and sick leave. This allows you to plan around scheduled time off in advance.
  • Tagging Items
    Within Teamwork.com, you can use tags to quickly categorize and organize your project items, such as tasks, milestones, files, and time logs.
  • Calendar
    Within Teamwork.com, you can use the Calendar area to view and manage events. 📣 PSA! We've made something even better.
  • Form Task Field Mapping
    Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Forms view from the project's navigation bar.
  • Client Users
    When Any time you acquire new client work and need the client to have visibility over the project in some capacity (communicate with them via the project, collaborate with them on the work (reviews, approvals
  • Projects
    You can leverage a range of features such as tasks, milestones, messages, notebooks, and files, to build out and track work.
  • Board Column Automations
    Who Site admins and standard users in the owner company When You use Board view to manage your work schedule.
  • Use Custom Fields
    Who Site admins (in the owner company) can set, update, and remove custom fields on any project, task, or client.
  • Categories
    You'll see a panel in the projects List view and on any applicable project item view (within a project). Work with the panel: Click a category to see the items in that category.
  • Exporting an Invoice to FreshBooks
    Note: The FreshBooks integration is available on per-user Deliver subscriptions and above. You will first need to enable the FreshBooks integration in your site settings.
  • Associating a Calendar Event with a Project
    Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add Event button in the top right of the Calendar area.
  • Webhooks
    Add a custom prefix to tasks when they are created in Teamwork.com.
  • Adding Followers to Project Items
    In the Teams tab, you can also select entire teams to add as followers.
  • Changing General Project Settings
    Within Teamwork.com, you can update general, integration and notification settings for your project in the project settings area.
  • Navigate the Schedule
    Client users and collaborators are not shown in the Schedule and therefore cannot be assigned to allocations, unavailable time, or tentative resources.
  • Navigating the Teamwork.com Android App
    Home Home is the dashboard of the app, and includes a My Day breakdown, as well as quick links to activity, calendar, statuses, and people.
  • HubSpot Automations
    Who Site admins, project admins, and standard users (all in the owner company) can connect a HubSpot account and create HubSpot automations. ⚠️ The person connecting HubSpot must have super admin permissions